Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 153.8%, underperforming the market by 2.5% using its optimal monthly rebalancing period and 20 stock portfolio size.

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Low PE
S&P 500

This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.

Annual Return: 6.6% S&P 500: 6.6%
Year To Date: 7.4% S&P 500: 6.6%
Beta: 1.16 Accuracy: 56.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BIIB 5/4/2018 27.70%
UHS 6/29/2018 14.68%
WBA 4/6/2018 10.27%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
TD 121.07%
EZPW 67.15%
** 64.80%
WRLD 62.46%
AFSI 57.91%